Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Grand Lodge of Masons in Massachusetts · Massachusetts · Other Services

What the 2023 filing shows

Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan holds $3M for 19 participants — about $182,960 per participant, down 11.9% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
19
covered participants
$182,960
avg assets per participant
-11.9%
assets change YoY

The plan reported a net loss of $469K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
19
Industry
Other Services

What the Filing Says About Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan

Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan is a Defined Benefit (Pension) retirement plan sponsored by Grand Lodge of Masons in Massachusetts, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 19 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 041383607, and the plan has been effective since 1976-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end — a decline of 11.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-468,628 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-468,628
Plan TypeDefined Benefit (Pension)
Employer EIN041383607
Plan Effective Date1976-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grand Lodge of Masons in Massachusetts)

Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 19 $4M
2024 1 17 N/A

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan?
As of the 2022 Form 5500 filing, Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan holds $3M in total assets with 19 participants. It is sponsored by Grand Lodge of Masons in Massachusetts.
What type of plan is Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan?
Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan is a Defined Benefit (Pension) plan. It has been effective since 1976-09-01. The plan is filed with the U.S. Department of Labor under EIN 041383607.
Who sponsors the Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan?
Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan is sponsored by Grand Lodge of Masons in Massachusetts, located in Massachusetts. The sponsor's EIN is 041383607 and the plan operates in the Other Services industry.
How did Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan perform in 2022?
Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan declined by 11.9% during 2022, moving from $4M to $3M in total assets. Net income was $-468,628.
Where can I find official filings for Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan?
Official Form 5500 filings for Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041383607 or plan name at efast.dol.gov.
How does Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan compare to other plans?
You can compare Grand Lodge of Masons or Masonic Home, Inc. Defined Benefit Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 041383607.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.